Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
1,598 clients
Average Client Portfolio
$171K average
Assets Under Management
$272.7M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.35%
$100K - $250K1.30%
$250K - $1.0M1.20%
$1M+1.10%

Annual fee may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Copley Financial Group charges an annual fee based on your assets under management. The annual fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the month. The firm requires a minimum of $100,000 to open an account, however the minimum may be waived at Advisor’s discretion.

Areas of Practice
Investment Management
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Advisor Information

Office location

2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 2007
Final Disposition
Criminal
September 2004
Final Disposition
Other Business Activities

Matthew works as a consultant for Universal Consulting Group, focusing on marketing lead generation for mortgages. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Copley Financial Group, INC.
April 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.